Rick D. Gonzalez, MBA, CFP®, CIMA®, AWMA®


Client Advisor

The most important aspect of being a wealth management advisor is — “Being a source of strength for my clients and their families. The ability to help guide their needs, priorities, and dreams and provide guidance on how to make those objectives become reality.”

 

Rick D. Gonzalez, MBA, CFP®, CIMA®, AWMA®


Client Advisor

The most important aspect of being a wealth management advisor is — “Being a source of strength for my clients and their families. The ability to help guide their needs, priorities, and dreams and provide guidance on how to make those objectives become reality.”

Role at Mission Wealth

Rick works to understand client needs and develops investment, estate, and financial planning strategies to best meet clients’ current and long-term goals.

 
Spotlight on Rick

In the interview, Rick talks about his experience with Tae Kwon Do, and the joy he finds in helping others. He also provides a useful tip on how you can improve your finances.

To read about our interview with Rick, take a look at our Spotlight on the Team: Rick Gonzalez article!

Specializations

Contact Information

Office Location: Los Angeles, CA; Westlake Village, CA
Email: rgonzalez@nullmissionwealth.com
Direct Line: (310) 966-0344

Role at Mission Wealth

Rick works to understand client needs and develops investment, estate, and financial planning strategies to best meet clients’ current and long-term goals.

 
Spotlight on Rick

In the interview, Rick talks about his experience with Tae Kwon Do, and the joy he finds in helping others. He also provides a useful tip on how you can improve your finances.

To read about our interview with Rick, take a look at our Spotlight on the Team: Rick Gonzalez article!

Specializations

Contact Information

Office Location: Los Angeles, CA; Westlake Village, CA
Email: rgonzalez@nullmissionwealth.com
Direct Line: (310) 966-0344

Career Highlights

With over 25 years of experience in the financial services industry, Mr. Gonzalez began his career at a boutique financial services firm in Denver, CO. In 1995 he joined Charles Schwab & Co., Inc in San Francisco, CA and managed a large investment team of Senior Advisors and clients with assets of over $8 billion. In 2006, Mr. Gonzalez returned to Southern California to work as CFO and CCO for a boutique investment banking firm, and subsequently as Investment Manager at The Glowacki Group and Associate Advisor at SEIA.

Credentials

Career Highlights

With over 25 years of experience in the financial services industry, Mr. Gonzalez began his career at a boutique financial services firm in Denver, CO. In 1995 he joined Charles Schwab & Co., Inc in San Francisco, CA and managed a large investment team of Senior Advisors and clients with assets of over $8 billion. In 2006, Mr. Gonzalez returned to Southern California to work as CFO and CCO for a boutique investment banking firm, and subsequently as Investment Manager at The Glowacki Group and Associate Advisor at SEIA.

Credentials

Community Involvement

  • Children’s Hospital of Los Angeles – volunteer
  • USC Alumni organization – member
  • UC Berkeley Alumni organization – member
  • Investment Management Consultants Organization – member

Spotlight on Rick

In the interview, Rick talks about his experience with Tae Kwon Do and the joy he finds in helping others. He also provides a useful tip on how you can improve your finances.

To read about our interview with Rick, take a look at our Spotlight on the Team: Rick Gonzalez article!

Education

Bachelor of Arts in Economics from University of California, Berkeley

MBA from the University of Southern California


Rick Recommends

Community Involvement

  • Children’s Hospital of Los Angeles – volunteer
  • USC Alumni organization – member
  • UC Berkeley Alumni organization – member
  • Investment Management Consultants Organization – member

Spotlight on Rick

In the interview, Rick talks about his experience with Tae Kwon Do and the joy he finds in helping others. He also provides a useful tip on how you can improve your finances.

To read about our interview with Rick, take a look at our Spotlight on the Team: Rick Gonzalez article!

Education

Bachelor of Arts in Economics from University of California, Berkeley

MBA from the University of Southern California
 

Rick Recommends

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